Frost Brown Todd Llp Retirement Savings Plan
Sponsored by Frost Brown Todd Llp · EIN 610722001 · Plan #001
- Total assets
- $330M
- Net assets
- $330M
- Active participants
- 661
- With balances
- 746
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
| Bahl & Gaynor Llc CRD 106139 | fuzzy_auto · 95% | 2024 |
| Bedel Financial Consulting Inc CRD 105653 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $40,074 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $34,275 |
| Harding Shymanski And Company P.S.C | Accounting, Direct payment from the plan | $22,300 |
| Procourse Fiduciary Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $16,713 |
| Mj Retirement | Consulting (general), Investment advisory (participants), Direct payment from the plan | $16,377 |
| Bahl & Gaynor Inc | Investment advisory (participants), Direct payment from the plan | $11,870 |
| Retirement Management Services, Llc | Consulting (general), Direct payment from the plan | $11,700 |
| Bedel Financial Consulting Inc | Investment advisory (participants), Direct payment from the plan | $8,922 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $863 |